LPL Research, Behind the Insights

Comprised of experts across the multi-faceted world of investing, the LPL Research team wields their golden pen around the clock so that you’re primed for opportunity. Over 400 years of combined industry experience is always at your service.

Jeff Buchbinder

Chief Equity Strategist

Jeff Buchbinder, CFA, provides the top-down view of the stock market for LPL Financial Research. He has over 25 years of experience in equities.

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Lawrence Gillum

Chief Fixed Income Strategist

Lawrence Gillum, CFA, guides the fixed income view for LPL Financial Research and has over 20 years of investing experience.

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Dr. Jeffrey Roach

Chief Economist

Jeffrey Roach guides the overall view of the economy for LPL Financial Research and has over 20 years of experience in investing and economics.

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Adam Turnquist

Chief Technical Strategist

Adam Turnquist oversees the management and development of technical research at LPL Financial. His investment career spans over 15 years.

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Kristian Kerr

Head of Macro Strategy

Kristian Kerr drives the broad, house investment strategy for LPL Financial Research. His career includes over 25 years of industry experience.

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George Smith

Portfolio Strategist

George Smith is a Portfolio Strategist for LPL Financial. He chairs the Tactical Model Portfolio Committee (MPC), which manages LPL Research’s multi-asset tactical models across multiple managed account platforms.

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Thomas Shipp

Head of Equity Research

Thomas Shipp leads the Quantitative Research team at LPL Financial, which provides market insights and quantitative strategy across asset classes.

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John Lohse

Portfolio Strategist, Model Portfolio Management

John Lohse, CFA, helps manage LPL model portfolios, guiding asset allocation, investment implementation decisions, risk assessment, and ongoing portfolio monitoring.

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Derek Beiter

Senior Investment Analyst

Derek is a Senior Investment Analyst conducting investment research of third-party investment managers. He is also a member of the Strategic Model Portfolio Committee and Chair of the Optimum Model Portfolio Committee.

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Michael McClain

Senior Investment Analyst

As Alternative Investment Research Analyst and Due Diligence for LPL Financial, Michael is responsible for liquid alternative due diligence and alternative investment implementation across LPL’s centrally managed platform.

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Scott Froidl

Senior Investment Analyst

Scott is the leader of the equity product research team and covers U.S. large cap equity managers, derivative income managers, and is a key contributor to the LPL Research centrally managed portfolios.

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Carter France

Senior Investment Analyst

Carter is responsible for leading fixed income manager due diligence and performs research on third party taxable fixed income strategies.

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